See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,446 | $124,425-98.0% | $112,040-97.8% | $137,256-98.2% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 2.73% | 24.72%-22.0pp | 24.52%-21.8pp | 220.34%-217.6pp |
| Employer contribution / active EE | $603 | $3,411-82.3% | $2,954-79.6% | $4,156-85.5% |
| Participant deferral / active EE | $1,072 | $5,718-81.2% | $5,098-79.0% | $6,407-83.3% |
| Admin fee / account holder | $704 | $15,207-95.4% | $12,098-94.2% | $12,270-94.3% |